Documents required to process the transmission of units are as follows:

• Request Form Form –T1 from surviving unitholder(s) requesting for Deletion of Name of Deceased 2nd and/or 3rd Holder.
• Death Certificate in original or photocopy of the death certificate self-attested and attested by a notary public/gazette officer in original. Fresh Bank Mandate Form along with cancelled cheque of the new bank account (only if there is a change in existing bank mandate)
• Fresh Nomination Form (or Nomination Opt-out form) in case there is no nomination or a change in existing nomination is desired by the surviving unit holders.
• KYC Acknowledgment or KYC Form of the surviving unit holder(s), if not KYC compliant. Transmission will be completed only once the status of the KYC is “KYC complied”.
• Additional documentation required: ID proof [PAN/Redacted Aadhaar/Voter ID / Passport or any other valid Officially Valid Document (OVD) as per PMLA guidelines] of the deceased person attested by the claimant(s), duly notarized or originals can be shown at the AMC branches and Original Seen and verified (OSV) seal attested by them

The above mentioned documents can be submitted to the nearest TMF Investor Service office or sent to the registrars on the following address:          

Computer Age Management Services Pvt. Ltd.,          
No. 178 / 10 M G R Salai (Kodambakkam High Road),          
Opposite Hotel Palmgrove,          
Nungambakkam,          
Chennai - 600034          

On receipt of these documents, the sufficiency of the documents will be checked and in case there is any further documentation/ clarification required the same will be intimated to the claimants.          

It shall be noted that only on receipt of the complete documentation, the request will be processed.